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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,801 | $183,516-63.1% | $155,534-56.4% | $145,884-53.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.01% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $8,583 | $5,315+61.5% | $4,675+83.6% | $4,662+84.1% |
| Participant deferral / active EE | $7,491 | $6,467+15.8% | $5,630+33.1% | $6,690+12.0% |
| Admin fee / account holder | $26 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |